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The Compound and Friends: Is Neil Dutta Too Hot???
Michael Batnick
July 12, 2024
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This is not a close call. The unemployment rate is climbing & payroll growth is slowing. Conditions in the labor market are cooling off. The trade-offs for the Fed have shifted. If they don't cut this month, they ought to make a strong signal a cut is coming in September.
— RenMac: Renaissance Macro Research (@RenMacLLC)
12:39 PM • Jul 5, 2024
Hard to overstate the difference in growth for the native- and foreign-born labor forces ... latter is way beyond its pre-pandemic peak while former is still below it
— Kevin Gordon (@KevRGordon)
2:19 PM • Jul 6, 2024
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Neil Dutta
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